Episode 225 – Dave Frees is building trust and establishing relationships using Business Black Ops secrets
Dave Frees is a Trust Committee and Past Board Member at Phoenixville Federal Bank & Trust. He is also a member of the Board of Directors at Sterling Trust and is also the creator and editor-in-chief of the monthly intelligence briefing at Business Black Ops.
In addition to his chairing of the Trusts Estate and Wealth Preservation section of the firm (Unruh, Turner, Burke & Frees). Dave also serves on several boards and board committees. He advises a number of financial institutions, mature businesses, professional practices, as well as start-ups and maturing start-ups.
Steve Forbes the Editor-In-Chief of Forbes Media has labelled Dave as a “Grand Master of communications skills.” Frees frequently speaks at conferences, conventions and seminars on the topics of persuasion, ethical influence, marketing, leadership and sales. He has appeared at many conferences, seminars, and conventions in the US and abroad. Dave also publishes a monthly intelligence briefing on these topics, and he hosts multiple mastermind and training events.
In his law practice he focuses in the areas of estate and trust planning, asset protection and inter-generational family planning to preserve family wealth and values. He also encourages all of his clients to hold family meetings, and he works directly with their entire team of tax, financial and insurance advisers. Frees can also serve as a mediator of estate, trust, and family business disputes for families trying to avoid litigation.